KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.06M
3
+$5.99M
4
DUK icon
Duke Energy
DUK
+$5.94M
5
DG icon
Dollar General
DG
+$5.89M

Top Sells

1
+$6.69M
2
+$6.68M
3
+$6.36M
4
NVDA icon
NVIDIA
NVDA
+$6.32M
5
ENTG icon
Entegris
ENTG
+$6.1M

Sector Composition

1 Technology 21.75%
2 Industrials 13.56%
3 Communication Services 12.16%
4 Healthcare 9.26%
5 Materials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.9K 0.02%
+250
102
$25K 0.02%
142
103
$24.6K 0.02%
+268
104
$23K 0.01%
1,508
105
$21.7K 0.01%
400
106
$21.2K 0.01%
239
-1,885
107
$21.2K 0.01%
+862
108
$20.6K 0.01%
120
+8
109
$19.7K 0.01%
125
110
$19.3K 0.01%
170
111
$17.4K 0.01%
+837
112
$17.3K 0.01%
1,265
113
$16.7K 0.01%
69
114
$15.9K 0.01%
328
-2
115
$15.8K 0.01%
74
116
$15.6K 0.01%
127
117
$14.6K 0.01%
75
118
$14.4K 0.01%
+331
119
$13.7K 0.01%
379
120
$13K 0.01%
252
-25
121
$12.9K 0.01%
100
122
$12.7K 0.01%
96
123
$12.1K 0.01%
165
124
$11.5K 0.01%
250
125
$11.4K 0.01%
204
+115
3 4
5
6 7